Creating Data Sources

To create a new Data Source:

  1. Navigate to Admin > Data Sources > New Data Source to open the New Data Source wizard.

  2. Select the data source type from the dropdown list, and enter a name and description.

  3. Click Next to open the configuration page.

    The parameters Data Source Wizard screen displays. This screen is different for each data source type.

    For a detailed description of the fields for each data source type, see the next sections.

    Active Directory Data Source LDAP Data Source SQL Server Database Data Source
    Excel Data Source ODBC Data Source Static Table Data Source
    Flat File Data Source Oracle Database Data Source User Exit Data Source
    XML Data Source    

  4. Fill in the configuration fields for the data source.

  5. Click Test.

    If the configuration is correct, the Test will run the data source with the values entered in the configuration fields, and display the first ten results.

    If there is an error the test will fail.

  6. Joining with additional data sources (Optional)

    The Join Data Source works like a Left Join in an RDBMS, where the configured data source is the left table, and the joined data source is the right table. See Join Data Sources for further details.

    Click the box Do you want to join this data source with another one? to configure joining this data source with other predefined data sources.

    Select the data source, and the key to link by from the dropdown lists. Press the + to add additional data sources.

  7. Click Done to create the data source.